Accounts Receivable Credit Analyst - B2B

SunSource and its family of companies represent 270+ locations and 4,000+ employees making up one of North America’s leading value-add industrial distribution companies. We provide customers with products and value-added solutions within Fluid Power, Fluid Process, Fluid Conveyance, Automation, General Industrial Components, and Industrial Repair. The **Accounts Receivable Credit Analyst** is responsible for managing customer credit accounts and supporting **accounts receivable activities** for an assigned group of customers. This role reviews customer credit information, establishes and maintains **credit limits**, releases **credit-held orders**, follows up on past-due balances, and helps resolve account and payment issues. This role works closely with **Sales, customers, and internal teams** to resolve credit and payment issues, keep customer orders moving, and ensure accounts are managed in accordance with company policies and established credit guidelines. ### Essential Functions - **Review and maintain customer credit limits** for new and existing customers in accordance with company guidelines. - **Review and release credit-held orders** throughout the day, working closely with Sales to resolve issues and minimize delays to customer orders. - Perform **accounts receivable collections** by phone, email, and written communication; follow up on past-due balances and escalate issues as appropriate. - Research and resolve **invoice discrepancies, short payments, overpayments, and customer disputes** in partnership with Sales and internal teams. - Review **credit reports, payment history, trade references, and other customer information** to support new account setup and credit-limit decisions. - Complete **periodic customer credit reviews** and update credit limits based on payment history, credit information, and company guidelines. - Monitor **accounts receivable aging and past-due balances** and take appropriate follow-up action. - Prepare **mid-month and month-end credit and A/R reports** and participate in reporting calls with Sales leadership and management. - Maintain accurate **customer credit and A/R records** and follow established company policies and procedures. - Build positive working relationships with **Sales and customers** while resolving credit and payment issues. ### Experience, Education and Skills - **High school diploma or GED required; Associate’s degree in Accounting or a related field preferred.** - **3+ years of experience in credit, accounts receivable, collections, accounting, customer accounts, or a related area.** - Experience working with **customer accounts, credit limits, collections, or accounts receivable** preferred. - Ability to review **credit reports, payment history, and customer information** and make sound credit decisions within established guidelines. - General understanding of **accounts receivable and basic accounting principles**. - Strong **problem-solving, communication, organization, and decision-making skills**. - Ability to effectively **partner with Sales and customers** to resolve credit and payment issues. - Proficiency with **Microsoft Office, including Excel, Word, and Outlook**. - Ability to manage multiple priorities and work effectively in a **fast-paced, deadline-driven environment**.